{"id":643874,"date":"2026-06-15T18:54:30","date_gmt":"2026-06-16T01:54:30","guid":{"rendered":"https:\/\/nai500.com\/?p=643874"},"modified":"2026-06-15T18:54:30","modified_gmt":"2026-06-16T01:54:30","slug":"%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83%e7%88%86%e5%8f%91%ef%bc%8c%e8%bf%99-3-%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e7%a5%a8%e8%ba%ba%e8%b5%9a-ai-%e5%9f%ba%e5%bb%ba%e7%ba%a2%e5%88%a9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/06\/%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83%e7%88%86%e5%8f%91%ef%bc%8c%e8%bf%99-3-%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e7%a5%a8%e8%ba%ba%e8%b5%9a-ai-%e5%9f%ba%e5%bb%ba%e7%ba%a2%e5%88%a9\/","title":{"rendered":"\u6570\u636e\u4e2d\u5fc3\u7206\u53d1\uff0c\u8fd9 3 \u53ea\u52a0\u62ff\u5927\u80a1\u7968\u8eba\u8d5a AI \u57fa\u5efa\u7ea2\u5229"},"content":{"rendered":"

AI \u7b97\u529b\u9700\u6c42\u6301\u7eed\u4e95\u55b7\uff0c\u6b63\u5c06\u6570\u636e\u4e2d\u5fc3\u4ece\u5c0f\u4f17\u5730\u4ea7\u8d5b\u9053\u63a8\u81f3\u5168\u7403\u79d1\u6280\u4ea7\u4e1a\u6838\u5fc3\u3002\u968f\u7740\u8c37\u6b4c\u3001\u5fae\u8f6f\u7b49\u79d1\u6280\u5de8\u5934\u7eb7\u7eb7\u52a0\u7801\u52a0\u62ff\u5927\u6570\u636e\u4e2d\u5fc3\u5e03\u5c40\uff0c\u4ec5\u8c37\u6b4c\u5355\u5bb6\u7684\u5efa\u8bbe\u6295\u5165\u4fbf\u6709\u671b\u7a81\u7834 1 \u4e07\u4ebf\u7f8e\u5143\u3002\u8fd9\u573a\u6d6a\u6f6e\u4e0d\u4ec5\u91cd\u5851\u7740 AI\u3001\u4e91\u8ba1\u7b97\u3001\u7535\u529b\u4f9b\u9700\u4e0e\u56fd\u5bb6\u7ade\u4e89\u529b\u7684\u683c\u5c40\uff0c\u66f4\u6210\u4e3a\u672a\u6765\u5341\u5e74\u5168\u7403\u6700\u5177\u5206\u91cf\u7684\u57fa\u5efa\u6295\u8d44\u4e3b\u9898\u4e4b\u4e00\u3002<\/p>\n

\u591a\u4f26\u591a\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u4e09\u53ea\u6807\u7684\uff0c\u6b63\u4ece\u4e0d\u540c\u4ea7\u4e1a\u73af\u8282\u5207\u5165\u8fd9\u573a\u4e07\u4ebf\u7ea7\u5efa\u8bbe\u7ea2\u5229\u3002<\/p>\n

Brookfield Infrastructure Partners (TSX:BIP.UN)<\/a>\uff1a\u5168\u94fe\u6761\u5361\u4f4d\u7b97\u529b\u57fa\u5efa\u6838\u5fc3<\/h2>\n

Brookfield Infrastructure \u5e76\u975e\u7eaf\u6570\u636e\u4e2d\u5fc3\u6807\u7684\uff0c\u4f46\u6a2a\u8de8\u516c\u7528\u4e8b\u4e1a\u3001\u8fd0\u8f93\u3001\u4e2d\u6e38\u80fd\u6e90\u4e0e\u6570\u636e\u9886\u57df\u7684\u591a\u5143\u8d44\u4ea7\u77e9\u9635\uff0c\u53cd\u800c\u6210\u4e3a\u5176\u6838\u5fc3\u7ade\u4e89\u4f18\u52bf\u3002\u516c\u53f8\u8fd0\u8425\u7684\u8f93\u7535\u7f51\u7edc\u3001\u6cb9\u6c14\u7ba1\u9053\u3001\u94c1\u8def\u3001\u6536\u8d39\u516c\u8def\u3001\u6e2f\u53e3\u3001\u901a\u4fe1\u5854\u3001\u5149\u7ea4\u3001\u6676\u5706\u5382\u53ca\u6570\u636e\u4e2d\u5fc3\uff0c\u65e2\u662f\u7ecf\u6d4e\u8fd0\u884c\u7684\u5e95\u5c42\u652f\u6491\uff0c\u4e5f\u6b63\u9010\u6b65\u6210\u4e3a AI \u4ea7\u4e1a\u8fd0\u8f6c\u7684\u7269\u7406\u8f7d\u4f53\u3002<\/p>\n

\u622a\u81f3 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u5728\u624b\u5f85\u6295\u8d44\u8d44\u672c\u89c4\u6a21\u8fbe 96 \u4ebf\u7f8e\u5143\uff0c\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\uff0c\u5176\u4e2d\u6570\u636e\u677f\u5757\u89c4\u6a21\u8fbe 73 \u4ebf\u7f8e\u5143\uff0c\u76f4\u63a5\u5370\u8bc1\u5176 AI \u57fa\u5efa\u5e03\u5c40\u5df2\u4ece\u6982\u5ff5\u843d\u5730\u4e3a\u5b9e\u8d28\u9879\u76ee\u50a8\u5907\u3002\u4e00\u5b63\u5ea6\u516c\u53f8\u8425\u8fd0\u73b0\u91d1\u6d41\uff08FFO\uff09\u5408\u8ba1 7.09 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 10%\uff1b\u5355\u4f4d\u8425\u8fd0\u73b0\u91d1\u6d41\u8fbe 0.90 \u7f8e\u5143\u3002\u5176\u4e2d\u6570\u636e\u677f\u5757\u8868\u73b0\u6700\u4e3a\u4eae\u773c\uff0c\u8425\u8fd0\u73b0\u91d1\u6d41\u540c\u6bd4\u5927\u5e45\u589e\u957f 46%\uff0c\u589e\u957f\u52a8\u529b\u6765\u81ea\u7f8e\u56fd\u6279\u91cf\u5149\u7ea4\u4e1a\u52a1\u6536\u8d2d\u3001\u6570\u636e\u5b58\u50a8\u4e1a\u52a1\u5185\u751f\u589e\u957f\uff0c\u4ee5\u53ca\u8fc7\u53bb\u4e00\u5e74\u8d85 200 \u5146\u74e6\u6570\u636e\u4e2d\u5fc3\u9879\u76ee\u9646\u7eed\u8fdb\u5165\u6536\u76ca\u671f\u3002<\/p>\n

\u89c4\u6a21\u5c42\u9762\uff0c\u516c\u53f8\u76ee\u524d\u8fd0\u8425\u8d85 150 \u5ea7\u6570\u636e\u4e2d\u5fc3\uff0c\u7b7e\u7ea6\u5bb9\u91cf\u7ea6 2.4 \u5409\u74e6\uff0c\u8fdc\u671f\u5f00\u53d1\u6f5c\u529b\u8d85 3.6 \u5409\u74e6\uff0c\u5177\u5907\u627f\u63a5\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u5927\u578b\u590d\u6742\u9879\u76ee\u7684\u80fd\u529b\u3002\u540c\u65f6\u516c\u53f8\u8fd8\u5207\u5165\u6570\u636e\u4e2d\u5fc3\u6838\u5fc3\u74f6\u9888 \u2014\u2014 \u7535\u529b\u4f9b\u5e94\uff0c\u4e0e Bloom Energy \u8fbe\u6210 50 \u4ebf\u7f8e\u5143\u5408\u4f5c\u6846\u67b6\uff0c\u4e3a\u6570\u636e\u4e2d\u5fc3\u4e0e AI \u5de5\u5382\u90e8\u7f72\u6700\u9ad8 1 \u5409\u74e6\u7684\u8868\u540e\u4f9b\u7535\u7cfb\u7edf\uff1b\u4e00\u5b63\u5ea6\u518d\u7b7e\u4e0b 4.3 \u4ebf\u7f8e\u5143\u65b0\u9879\u76ee\uff0c\u6846\u67b6\u4e0b\u5df2\u627f\u8bfa\u8d44\u672c\u5f00\u652f\u7d2f\u8ba1\u8fbe 16 \u4ebf\u7f8e\u5143\u3002<\/p>\n

\u5206\u7ea2\u65b9\u9762\uff0c\u516c\u53f8\u5ba3\u5e03\u5b63\u5ea6\u6d3e\u606f\u6bcf\u80a1 0.455 \u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 6%\uff0c\u5ef6\u7eed\u4e86\u957f\u671f\u7a33\u5b9a\u7684\u6d3e\u606f\u589e\u957f\u8bb0\u5f55\u3002<\/p>\n

TELUS (TSX:T)<\/a>\uff1a\u951a\u5b9a\u672c\u571f\u4e3b\u6743\u7b97\u529b\u65b0\u8d5b\u9053<\/h2>\n

\u52a0\u62ff\u5927\u6b63\u52a0\u901f\u63a8\u8fdb\u672c\u571f AI \u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\uff0c2026 \u5e74 5 \u6708\u8054\u90a6\u653f\u5e9c\u5ba3\u5e03\uff0c\u5728\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u65b9\u6848\u5f81\u96c6\u540e\uff0c\u5c06\u63a8\u8fdb\u4e0e TELUS \u7684\u4e3b\u6743 AI \u57fa\u5efa\u5408\u4f5c\u3002\u6839\u636e\u89c4\u5212\uff0c\u8be5\u7b97\u529b\u96c6\u7fa4\u5230 2032 \u5e74\u53ef\u6269\u5c55\u81f3\u8d85 6 \u4e07\u5f20 GPU\u3001150 \u5146\u74e6\u5bb9\u91cf\uff0c\u8ba9\u516c\u53f8\u76f4\u63a5\u5207\u5165\u52a0\u62ff\u5927\u672c\u571f AI \u7b97\u529b\u5efa\u8bbe\u7684\u4e0b\u4e00\u9636\u6bb5\u3002<\/p>\n

TELUS \u7684\u6838\u5fc3\u4e1a\u52a1\u6db5\u76d6\u65e0\u7ebf\u901a\u4fe1\u3001\u4e92\u8054\u7f51\u3001\u7535\u89c6\u3001\u5b89\u9632\u3001\u533b\u7597\u79d1\u6280\u4e0e\u6570\u5b57\u670d\u52a1\uff0c\u6210\u719f\u7684\u7535\u4fe1\u4e1a\u52a1\u6301\u7eed\u4ea7\u751f\u7a33\u5b9a\u73b0\u91d1\u6d41\uff0c\u4e3a\u6570\u636e\u4e2d\u5fc3\u7b49\u65b0\u589e\u957f\u4e1a\u52a1\u63d0\u4f9b\u5145\u8db3\u8d44\u91d1\u652f\u6491\u30022026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u8fd0\u8425\u73b0\u91d1\u6d41\u8fbe 10.5 \u4ebf\u52a0\u5143\uff0c\u81ea\u7531\u73b0\u91d1\u6d41 5.83 \u4ebf\u52a0\u5143\uff0c\u540c\u6bd4\u589e\u957f 19%\uff0c\u8db3\u4ee5\u8986\u76d6\u7b97\u529b\u57fa\u5efa\u524d\u671f\u7684\u5927\u989d\u6295\u5165\u3002<\/p>\n

\u5bf9\u653f\u5e9c\u3001\u533b\u9662\u3001\u94f6\u884c\u7b49\u5bf9\u6570\u636e\u5b89\u5168\u9ad8\u5ea6\u654f\u611f\u7684\u673a\u6784\u800c\u8a00\uff0c\u672c\u571f\u53ef\u63a7\u7684\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u662f\u6838\u5fc3\u8bc9\u6c42\u3002TELUS \u51ed\u501f\u672c\u571f\u8fd0\u8425\u5546\u8eab\u4efd\u4e0e\u6df1\u539a\u7684\u4f01\u4e1a\u5ba2\u6237\u8d44\u6e90\uff0c\u5728\u4e3b\u6743 AI \u57fa\u5efa\u9886\u57df\u5177\u5907\u5929\u7136\u4f18\u52bf\uff0c\u540c\u65f6\u7a33\u5b9a\u7684\u80a1\u606f\u4e5f\u80fd\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u6301\u6709\u671f\u7684\u73b0\u91d1\u56de\u62a5\u3002<\/p>\n

Granite REIT (TSX:GRT.UN)<\/a>\uff1a\u914d\u5957\u5de5\u4e1a\u5730\u4ea7\u4eab\u5efa\u8bbe\u7ea2\u5229<\/h2>\n

\u6570\u636e\u4e2d\u5fc3\u7684\u5efa\u8bbe\u4e0e\u8fd0\u8425\u65e0\u6cd5\u8131\u79bb\u4f9b\u5e94\u94fe\u72ec\u7acb\u5b58\u5728\uff0c\u670d\u52a1\u5668\u3001\u51b7\u5374\u8bbe\u5907\u3001\u7535\u6c14\u7cfb\u7edf\u3001\u5907\u7528\u673a\u7ec4\u4e0e\u5404\u7c7b\u5efa\u6750\u7269\u8d44\uff0c\u90fd\u9700\u8981\u4ed3\u50a8\u7269\u6d41\u7f51\u7edc\u4f5c\u4e3a\u652f\u6491\u3002Granite REIT \u5728\u5317\u7f8e\u4e0e\u6b27\u6d32\u6301\u6709\u5e76\u8fd0\u8425\u5927\u91cf\u7269\u6d41\u3001\u4ed3\u50a8\u4e0e\u5de5\u4e1a\u5730\u4ea7\uff0c\u6b63\u662f\u6570\u5b57\u7ecf\u6d4e\u80cc\u540e\u7684\u5730\u4ea7\u57fa\u5efa\u8f7d\u4f53\u3002<\/p>\n

2026 \u5e74\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u8c03\u6574\u540e\u8425\u8fd0\u73b0\u91d1\u6d41\uff08AFFO\uff09\u4e3a\u6bcf\u5355\u4f4d 1.52 \u52a0\u5143\uff0c\u8c03\u6574\u540e\u8425\u8fd0\u73b0\u91d1\u6d41\u6d3e\u606f\u7387\u4e3a 63%\uff0c\u540c\u7269\u4e1a\u51c0\u8425\u4e1a\u6536\u5165\u4fdd\u6301\u589e\u957f\uff0c\u79df\u8d41\u9700\u6c42\u6301\u7eed\u5f3a\u52b2\uff0c\u4f53\u73b0\u51fa\u9ad8\u5229\u7387\u73af\u5883\u4e0b\u4e1a\u52a1\u7684\u7a33\u5b9a\u6027\u4e0e\u97e7\u6027\u3002\u968f\u7740\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u89c4\u6a21\u6301\u7eed\u6269\u5927\uff0c\u5468\u8fb9\u914d\u5957\u7684\u7269\u6d41\u5de5\u4e1a\u8d44\u4ea7\u4ef7\u503c\u5c06\u9010\u6b65\u63d0\u5347\uff0c\u5c3d\u7ba1\u516c\u53f8\u5e76\u975e\u7eaf\u6570\u636e\u4e2d\u5fc3\u5730\u4ea7\u6807\u7684\uff0c\u4f46\u5de5\u4e1a\u5730\u4ea7\u677f\u5757\u5c06\u6574\u4f53\u53d7\u76ca\u4e8e\u8fd9\u4e00\u8f6e\u5efa\u8bbe\u5468\u671f\u3002<\/p>\n

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\u6574\u4f53\u6765\u770b\uff0cAI \u4ea7\u4e1a\u7684\u6295\u8d44\u903b\u8f91\u6b63\u4ece\u4e0a\u6e38\u82af\u7247\u5411\u4e0b\u6e38\u5b9e\u4f53\u57fa\u5efa\u5ef6\u4f38\u3002\u4e09\u53ea\u6807\u7684\u5206\u522b\u5bf9\u5e94\u7b97\u529b\u57fa\u5efa\u8fd0\u8425\u3001\u672c\u571f\u7b97\u529b\u7f51\u7edc\u3001\u914d\u5957\u5de5\u4e1a\u5730\u4ea7\u4e09\u4e2a\u4e0d\u540c\u7ef4\u5ea6\uff0c\u867d\u5747\u975e\u7eaf AI \u9898\u6750\uff0c\u5374\u66f4\u9002\u914d\u957f\u671f\u6295\u8d44\u8005\u7684\u7a33\u5065\u914d\u7f6e\u9700\u6c42\u3002\u5728\u4e07\u4ebf\u7ea7\u7684\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u6d6a\u6f6e\u4e2d\uff0c\u4f01\u4e1a\u65e0\u9700\u72ec\u5360\u5168\u90e8\u5e02\u573a\uff0c\u53ea\u8981\u6301\u7eed\u843d\u5730\u4f18\u8d28\u9879\u76ee\u3001\u505a\u597d\u8d44\u91d1\u7ba1\u7406\u3001\u7a33\u6b65\u8f6c\u5316\u73b0\u91d1\u6d41\u3001\u7ef4\u6301\u8d44\u4ea7\u8d1f\u503a\u8868\u5065\u5eb7\uff0c\u4fbf\u80fd\u957f\u671f\u5151\u73b0\u8d5b\u9053\u7ea2\u5229\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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